Intel's stock surged 369% driven by strong demand for its traditional Xeon CPUs used in AI inference servers, overshadowing setbacks in its specialized AI chip project, Gaudi. While the market initially focused on Intel's slower-than-expected AI chip adoption and cancellation of next-gen versions, management highlighted the growing importance of CPUs for AI inference workloads. This shift was confirmed in Intel's fiscal Q1 2025 results, where better-than-expected Xeon sales, fueled by hyperscaler demand, boosted revenue. The story underscores the value of Intel's core CPU business in the evolving AI landscape, suggesting investors consider broad semiconductor exposure through ETFs for diversified gains.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, de...
The Direxion Daily Semiconductor Bull 3X Shares (SOXL) surged nearly 293% year-to-date but recently fell about 30% in the last month, including a sharp 16% drop in one day. SOXL uses leverage to triple daily semiconductor index returns, but this also...
